MISSION, VISION & VALUES

Our Mission

To transform the wealthtech world. We want to create value for our clients by empowering them with a unique combination of scale, experience and a digital mindset. 

Our Vision

To create the world’s leading wealthtech company committed to client experience, innovation and digital solutions.

Our Values

  • All for Excellence:

    All of our experience and expertise, along with the passion we put into everything we do. So our clients, employees, and partners can count on us for the best means, the best services, the best technology, and the best professionals at their reach.

  • All for Accountability: 

    We seek to achieve a balance between the  interests of our clients, our employees and our shareholders, while always looking to make a difference through our transparent and responsible attitude towards people and society.

  • All for Empowerment: 

    We work to continuously enhance our tools and services and make them accessible to our clients. So they have the freedom to make decisions and choose what they want to do, whenever and however they need.

  • All for Inspiration:

     People are our driving force, and helping them reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, to accompany them on their journey, and inspire them to achieve their dreams.

OUR HISTORY

2000
2000
Founded as a Spanish bank in 2000, Allfunds has provided institutional access to local and international funds, facilitating third party fund distribution and consolidating open architecture solutions for more than 16 years.
2003
2003

In 2003, Italian bank Sanpaolo (now Intesa Sanpaolo) acquired 50% of Allfunds Bank. It created a specialized branch in Italy to cater to local clients.

2005
2005
In 2005, the platform opened its second branch in the United Kingdom to serve local and global distributors in what is considered one of the most important global financial centres in the world.
2007
2007

In 2007, Allfunds Group established its international affiliate, Allfunds International, a Luxembourg PSF (“Professionnel du Secteur Financier”), to provide easier access to clients at the heart of the European Fund Industry.

 

2009
2009
Two years later, Allfunds Group expanded its reach with the establishment of its first representative office in Santiago de Chile to provide local services to Latin American based clients. Special attention was paid to specific countries interested in international funds such as Chile and Colombia.
2011
2011

In 2011 it set up a representative office in the United Arab Emirates to promote the services to financial institutions in the Middle East, becoming the first fund platform in the world to meet Sharia law. Today, Allfunds is the only investment fund platform within the Islamic open architecture space.

2013
2013
May 2013: Allfunds Switzerland, a subsidiary of Allfunds International is established in Zurich with a Fund Distributor status to expand the business into the most important private banking center in the world.
2014
2014
In 2014, Allfunds International started to operate as a licensed bank in Luxembourg authorized to render both banking and investment services by upgrading its previous PSF license.
2015
2015

Allfunds opens its first representative office in Bogotá, making it the second branch in Latin America and reinforcing its commitment to the region. Colombian financial entities such as pension funds and asset managers are serviced out of these new premises.

2016
2016

Throughout 2016 and continuing with its internationalisation strategy, Allfunds Bank obtained local licenses in Singapore (branch) and Brazil (representative office).

2017
2017
In 2017, Allfunds continued its investment in technology with the launch of APIs and the addition of ETFs on the platform. It was also the year AFB announced plans to open an office in Brazil and Norway as well as achieved €350Bn in AuA and entered into a shareholder structure with Hellman & Friedman  and GIC.
2018
2018

In 2018 Allfunds completed its first acquisition in company history by purchasing fintech company Finametrix. It was also the year that it saw a tremendous amount of growth in teams across the globe with several senior hires and new offices in Singapore, Madrid, and Sao Paulo. 

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INSTITUTIONAL PRESENTATION

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